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Diversified’s Vanguard Total Bond Market BND Stock Holding History

Diversified’s Portfolio BND Stock Details BND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$281K Buy
3,747
+872
+30% +$64.5K 0.03% 185
2024
Q2 		$207K Buy
+2,875
New +$206K 0.02% 226

Other funds holding BND

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Diversified's BND Position: Q3 2024 in Review

Diversified increased its Vanguard Total Bond Market (BND) stake by 30% in Q3 2024, buying an estimated $64.5K and bringing the position to 3,747 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #185.

Diversified first reported a position in BND in Q2 2024 and has held it in 2 quarters since. 1,458 funds tracked by Wall St. Rank hold BND as of Q3 2024.

  • Diversified held 3,747 shares of Vanguard Total Bond Market worth $281K as of Q3 2024.
  • Diversified bought 872 Vanguard Total Bond Market shares in Q3 2024, an estimated $64.5K.
  • Vanguard Total Bond Market made up 0.03% of Diversified's portfolio in Q3 2024, its #185 holding.
  • Diversified first reported a position in Vanguard Total Bond Market in Q2 2024 and has held it in 2 quarters since.
  • 1,458 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.